Good Morning: This is a daily review of the stocks in your portfolio, updated on Tuesday, August 19, 2025 at 7:12 AM (UTC). The data is lagged by ~1 day.


Summary Table

Charts

ACHR

ACHR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0088272 0.0131128 10088.27 3
Buy_Hold 0.2759068 0.4350302 12892.67 1

##### ACHR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ACHRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AMD

AMD sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2420859 0.3790054 12420.86 4
Buy_Hold 0.3788946 0.6100313 13388.57 1

##### AMD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AMDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BBAI

BBAI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0059474 -0.0088035 9940.526 1
Buy_Hold 0.8810290 1.5512379 17105.262 1

##### BBAI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BBAIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BTBT

BTBT sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3549257 0.5687195 13549.257 4
Buy_Hold -0.3178654 -0.4327992 6447.369 1

##### BTBT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BTBTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BULL

BULL sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3998250 0.6463905 13998.25 2
Buy_Hold 0.3743546 0.6021795 13721.11 1

##### BULL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BULLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CHWY

CHWY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0705624 0.1063573 10705.62 4
Buy_Hold 0.3053873 0.4844536 13154.51 1

##### CHWY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CHWYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CMG

CMG sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0564687 -0.0825552 9435.313 3
Buy_Hold -0.3308653 -0.4487489 6717.250 1

##### CMG Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CMGStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

DIS

DIS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0902781 0.1366938 10902.78 5
Buy_Hold 0.0158633 0.0236048 10165.72 1

##### DIS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
DISStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

FIG

FIG sd indic
## [1] NA
## [1] NA
FIG Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
FIGStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

HIMS

HIMS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3573700 0.5729164 13573.7 2
Buy_Hold 0.4609652 0.7541003 13984.5 1

##### HIMS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
HIMSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

HOOD

HOOD sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3510154 0.5620131 13510.15 2
Buy_Hold 2.0786936 4.2957989 28892.24 1

##### HOOD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
HOODStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

HOVR

HOVR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.4659091 0.7629063 14659.09 2
Buy_Hold 1.9069768 3.8638924 27343.75 1

##### HOVR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
HOVRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

IONQ

IONQ sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1821963 0.2815975 11821.96 2
Buy_Hold 0.2202001 0.3431402 12190.91 1

##### IONQ Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
IONQStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

JOBY

JOBY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2025783 0.314487 12025.78 2
Buy_Hold 0.8805620 1.550299 18894.12 1

##### JOBY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
JOBYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSTR

MSTR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2904682 0.4593740 12904.68 3
Buy_Hold -0.0363617 -0.0534252 9738.33 1

##### MSTR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSTRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSTY

MSTY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.2787879 -0.3839736 7212.121 1
Buy_Hold -0.4863309 -0.6274962 5204.082 1

##### MSTY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSTYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NET

NET sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0413862 0.0619569 10413.86 2
Buy_Hold 0.8198741 1.4292547 17940.60 1

##### NET Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NETStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NFLX

NFLX sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1228600 0.1874090 11228.60 3
Buy_Hold 0.3632123 0.5829625 13626.01 1

##### NFLX Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NFLXStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ON

ON sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0525018 0.0788029 10525.018 3
Buy_Hold -0.2383177 -0.3320451 7441.826 1

##### ON Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ONStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ONDS

ONDS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0377359 0.0564438 10377.36 2
Buy_Hold 3.6251445 8.6816740 49690.21 1

##### ONDS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ONDSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

PANW

PANW sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1297827 0.1982769 11297.827 5
Buy_Hold -0.0960078 -0.1389655 8999.285 1

##### PANW Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
PANWStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QBTS

QBTS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.7225951 1.239272 17225.95 2
Buy_Hold 2.5384616 5.509337 35921.91 1

##### QBTS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QBTSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

RDDT

RDDT sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1045700 0.1588511 11045.70 2
Buy_Hold 0.5504393 0.9156722 14363.97 1

##### RDDT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
RDDTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

RGTI

RGTI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.302384 0.4793937 13023.84 2
Buy_Hold 1.562404 3.0342229 38406.47 1

##### RGTI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
RGTIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SHOP

SHOP sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0264453 0.0394502 10264.45 2
Buy_Hold 0.2614368 0.4109716 12468.20 1

##### SHOP Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SHOPStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SPY

SPY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0543412 0.0815988 10543.41 2
Buy_Hold 0.0671865 0.1011896 10626.56 1

##### SPY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SPYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TGT

TGT sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.2035969 -0.2864176 7964.031 1
Buy_Hold -0.2228805 -0.3118798 7728.846 1

##### TGT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TGTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TMC

TMC sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2341385 0.3659461 12341.39 3
Buy_Hold 5.0175879 13.3014195 57023.81 1

##### TMC Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TMCStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ULTY

ULTY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.2787286 -0.3838986 7212.714 1
Buy_Hold -0.4088176 -0.5412134 5830.040 1

##### ULTY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ULTYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

UNH

UNH sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.2603185 -0.3604447 7396.815 3
Buy_Hold -0.4541836 -0.5924224 5489.146 1

##### UNH Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
UNHStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

UTI

UTI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0168815 -0.0249221 9831.185 5
Buy_Hold 0.0168453 0.0250718 10366.900 1

##### UTI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
UTIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))